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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Distribution Solutions Group, Inc. (DSGR). Click either name above to swap in a different company.
Distribution Solutions Group, Inc. is the larger business by last-quarter revenue ($518.0M vs $263.6M, roughly 2.0× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs 1.2%, a 13.6% gap on every dollar of revenue. On growth, Distribution Solutions Group, Inc. posted the faster year-over-year revenue change (10.7% vs 9.8%). Over the past eight quarters, Distribution Solutions Group, Inc.'s revenue compounded faster (13.1% CAGR vs 4.9%).
Balchem Corp is a global specialty chemicals and nutritional ingredients provider that develops, manufactures and distributes application-specific products for human nutrition, animal health, pharmaceutical and industrial end markets, serving customers across North America, Europe and Asia Pacific.
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
BCPC vs DSGR — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $263.6M | $518.0M |
| Net Profit | $39.2M | $6.5M |
| Gross Margin | 35.6% | 32.9% |
| Operating Margin | 19.8% | 4.6% |
| Net Margin | 14.9% | 1.2% |
| Revenue YoY | 9.8% | 10.7% |
| Net Profit YoY | 16.8% | -70.6% |
| EPS (diluted) | $1.21 | $0.14 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $263.6M | — | ||
| Q3 25 | $267.6M | $518.0M | ||
| Q2 25 | $255.5M | $502.4M | ||
| Q1 25 | $250.5M | $478.0M | ||
| Q4 24 | $240.0M | $480.5M | ||
| Q3 24 | $239.9M | $468.0M | ||
| Q2 24 | $234.1M | $439.5M | ||
| Q1 24 | $239.7M | $416.1M |
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $6.5M | ||
| Q2 25 | $38.3M | $5.0M | ||
| Q1 25 | $37.1M | $3.3M | ||
| Q4 24 | $33.6M | $-25.9M | ||
| Q3 24 | $33.8M | $21.9M | ||
| Q2 24 | $32.1M | $1.9M | ||
| Q1 24 | $29.0M | $-5.2M |
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | 32.9% | ||
| Q2 25 | 36.4% | 33.9% | ||
| Q1 25 | 35.2% | 34.3% | ||
| Q4 24 | 36.0% | 33.3% | ||
| Q3 24 | 35.6% | 33.9% | ||
| Q2 24 | 35.5% | 34.5% | ||
| Q1 24 | 34.0% | 34.5% |
| Q4 25 | 19.8% | — | ||
| Q3 25 | 20.4% | 4.6% | ||
| Q2 25 | 20.1% | 5.3% | ||
| Q1 25 | 20.4% | 4.2% | ||
| Q4 24 | 19.8% | 4.2% | ||
| Q3 24 | 20.0% | 4.0% | ||
| Q2 24 | 19.6% | 3.2% | ||
| Q1 24 | 17.4% | 0.7% |
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | 1.2% | ||
| Q2 25 | 15.0% | 1.0% | ||
| Q1 25 | 14.8% | 0.7% | ||
| Q4 24 | 14.0% | -5.4% | ||
| Q3 24 | 14.1% | 4.7% | ||
| Q2 24 | 13.7% | 0.4% | ||
| Q1 24 | 12.1% | -1.3% |
| Q4 25 | $1.21 | — | ||
| Q3 25 | $1.24 | $0.14 | ||
| Q2 25 | $1.17 | $0.11 | ||
| Q1 25 | $1.13 | $0.07 | ||
| Q4 24 | $1.03 | $-0.55 | ||
| Q3 24 | $1.03 | $0.46 | ||
| Q2 24 | $0.98 | $0.04 | ||
| Q1 24 | $0.89 | $-0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $74.6M | $69.2M |
| Total DebtLower is stronger | — | $665.5M |
| Stockholders' EquityBook value | $1.3B | $653.9M |
| Total Assets | $1.7B | $1.8B |
| Debt / EquityLower = less leverage | — | 1.02× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | $69.2M | ||
| Q2 25 | $65.4M | $47.4M | ||
| Q1 25 | $49.9M | $65.4M | ||
| Q4 24 | $49.5M | $66.5M | ||
| Q3 24 | $73.7M | $61.3M | ||
| Q2 24 | $63.7M | $46.8M | ||
| Q1 24 | $60.3M | $73.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | $665.5M | ||
| Q2 25 | — | $675.0M | ||
| Q1 25 | — | $712.4M | ||
| Q4 24 | — | $693.9M | ||
| Q3 24 | — | $704.1M | ||
| Q2 24 | — | $573.7M | ||
| Q1 24 | — | $535.7M |
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $653.9M | ||
| Q2 25 | $1.3B | $649.4M | ||
| Q1 25 | $1.2B | $636.7M | ||
| Q4 24 | $1.1B | $640.5M | ||
| Q3 24 | $1.2B | $680.8M | ||
| Q2 24 | $1.1B | $653.3M | ||
| Q1 24 | $1.1B | $654.7M |
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $1.8B | ||
| Q2 25 | $1.7B | $1.8B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.6B | $1.6B | ||
| Q1 24 | $1.6B | $1.5B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.02× | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | — | 1.12× | ||
| Q4 24 | — | 1.08× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 0.88× | ||
| Q1 24 | — | 0.82× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $67.3M | $38.4M |
| Free Cash FlowOCF − Capex | — | $32.9M |
| FCF MarginFCF / Revenue | — | 6.3% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | 1.72× | 5.95× |
| TTM Free Cash FlowTrailing 4 quarters | — | $92.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.3M | — | ||
| Q3 25 | $65.6M | $38.4M | ||
| Q2 25 | $47.3M | $33.3M | ||
| Q1 25 | $36.5M | $-4.8M | ||
| Q4 24 | $52.3M | $45.7M | ||
| Q3 24 | $51.3M | $-17.3M | ||
| Q2 24 | $45.0M | $21.4M | ||
| Q1 24 | $33.4M | $6.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | $32.9M | ||
| Q2 25 | — | $28.7M | ||
| Q1 25 | — | $-10.4M | ||
| Q4 24 | — | $41.1M | ||
| Q3 24 | — | $-20.5M | ||
| Q2 24 | — | $18.0M | ||
| Q1 24 | — | $4.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | -2.2% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | -4.4% | ||
| Q2 24 | — | 4.1% | ||
| Q1 24 | — | 1.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 5.95× | ||
| Q2 25 | 1.23× | 6.66× | ||
| Q1 25 | 0.98× | -1.46× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | -0.79× | ||
| Q2 24 | 1.40× | 11.28× | ||
| Q1 24 | 1.15× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
| Human Nutrition And Health | $166.1M | 63% |
| Animal Nutrition And Health | $61.2M | 23% |
| Specialty Products | $34.8M | 13% |
DSGR
| Test Equity Segment | $206.5M | 40% |
| Gexpro Services Segment | $130.5M | 25% |
| Lawson Segment | $121.5M | 23% |
| Canada Branch Division Segment | $60.0M | 12% |
